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Name Holding Trade Value Shares
Change
Change in
Stake
KFP
5401
Kerr Financial Planning
California
$835K +$809 +2 +0.1%
IWP
5402
IAG Wealth Partners
Wisconsin
$834K -$11.7K -29 -1%
TWC
5403
Tencap Wealth Coaching
Utah
$832K +$902K +2,230 New
SC
5404
Soundwatch Capital
Connecticut
$831K -$34.4K -85 -4%
LIWM
5405
Long Island Wealth Management
New York
$830K -$5.26K -13 -0.6%
GCM
5406
Greenland Capital Management
New York
$830K -$121K -300 -12%
IPS
5407
Investors Portfolio Services
Washington
$829K +$100K +248 +13%
SHFP
5408
Second Half Financial Partners
Florida
$829K -$52.6K -130 -6%
VA
5409
Veratis Advisors
North Carolina
$826K +$896K +2,215 New
LKBC
5410
L.K. Benson & Company
Maryland
$826K +$77.7K +192 +9%
SWM
5411
Shrier Wealth Management
California
$826K -$809 -2 -0.1%
EW
5412
Entruity Wealth
California
$821K +$27.9K +69 +3%
WA
5413
Whipplewood Advisors
Colorado
$820K -$1.05M -2,583 -54%
LAS
5414
Legacy Advisory Services
Pennsylvania
$820K +$434K +1,072 +95%
SFC
5415
Summit Financial Consulting
Michigan
$819K +$4.45K +11 +0.5%
IWMO
5416
Integrated Wealth Management (Ohio)
Ohio
$818K -$36K -89 -4%
FS
5417
Financial Symmetry
North Carolina
$818K +$158K +390 +22%
MAWAG
5418
Mid-American Wealth Advisory Group
Missouri
$818K +$507K +1,253 +133%
NMCM
5419
Nicholson Meyer Capital Management
Missouri
$817K -$27.5K -68 -3%
SHIM
5420
Stone House Investment Management
Pennsylvania
$814K +$106K +261 +14%
ATC
5421
Advantage Trust Company
Kansas
$812K +$344K +850 +64%
HC
5422
Hoese & Co
Minnesota
$812K +$342K +845 +63%
SC
5423
Steph & Co
Wisconsin
$811K +$409K +1,010 +87%
AGA
5424
Accuvest Global Advisors
Utah
$811K -$3.34M -8,257 -79%
FI
5425
FWG Investments
Kentucky
$810K +$9.71K +24 +1%